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Small and medium business | Business Central, N...
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Pre-Payments Sales without changing status from open to Pending Prepayment

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Hi!

I want to use the pre-payment function, but I'm not happy it locks the order until the pre-payments are paid.

Is there any way to use the pre-payment function without changing the order status?

  • JN-22040758-1 Profile Picture
    JN-22040758-1 5 on at
    RE: Pre-Payments Sales without changing status from open to Pending Prepayment

    Thanks,

    [quote user="KasparsSemjonovs"]

    only with customization - that the status is left as open.

    Additionally to standard locking, You can set up a job queue that checks if a payment has been applied to the Prepayment invoice and automatically switches status from "Pending Prepayment" to "Released". That way Your users can use a filter to just show the Released or Open orders, and not have all those Pending Prepayment in their lists.

    [/quote]

    But I need the possibility to change and add things to the order after we send the Pre-Payment invoice. FE the delivery address, and don't have to wait until the payment have been done.

  • Suggested answer
    KasparsSemjonovs Profile Picture
    KasparsSemjonovs 3,960 Super User 2024 Season 2 on at
    RE: Pre-Payments Sales without changing status from open to Pending Prepayment

    only with customization - that the status is left as open.

    Additionally to standard locking, You can set up a job queue that checks if a payment has been applied to the Prepayment invoice and automatically switches status from "Pending Prepayment" to "Released". That way Your users can use a filter to just show the Released or Open orders, and not have all those Pending Prepayment in their lists.

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